✔  Available on Grow and Scale subscriptions 1

SharePoint is a web-based document management and storage system that enables you to share files and resources.

Within Teamwork.com, you can add files to your projects from your SharePoint account.

Before you start

  • Before working with SharePoint files:
  • Only one SharePoint site can be connected to a project at a time.
  • A Global Microsoft 365 administrator is required to enable their company SharePoint account in Teamwork.com's site settings.
  • The Global Microsoft 365 administrator or a SharePoint administrator in the same Microsoft instance can connect their own SharePoint site folders in any Teamwork.com project of their choosing.
    📝 Please refer to Microsoft Graph API for reference.

Linking files from SharePoint

  1. Go to a project's Files area of the project.

  2. Click the File Integrations button in the top right.
  3. Select SharePoint from the dropdown menu. If SharePoint is the only file integration currently enabled, it will appear instead of the File Integrations button.
  4. Check the box on the left of each file you want to link in to your project. You will see any files and folders within the SharePoint root folder set for the project.
  5. Click Link-in Selected Files
  6. Review and manage the file's settings:
    1. Basics: Choose a file category.
    2. Privacy: Who can see the files
    3. Access: Set SharePoint access rights:
      1. Everyone in this project can view the document(s).
      2. Everyone in this project can edit the document(s).
      3. Manage the access rights from within SharePoint.

  7. Click Link Files

The selected files are linked into the project and are listed in the project's Files area. A SharePoint label is displayed below each linked file's name.

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Hover over a file to access additional options.

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Options in the SharePoint files modal

Within the SharePoint modal for linking files, you can:
  • Search for files in SharePoint.
  • Upload files directly to SharePoint.
  • Create new folders in SharePoint.
  • Duplicate the selected file(s).
  • Select all/none.
  • Delete selected file(s).
    ⚠️ Using the delete option in the SharePoint modal deletes the original file from SharePoint.
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Attach SharePoint files to project items

You can also attach files from SharePoint to project items such as tasks, comments, and messages.

To upload a new SharePoint file, click the paperclip icon on the project item and select the SharePoint option. For tasks, go to the Files tab of the task form when adding or editing a task.

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To attach a SharePoint file that is already linked in to the project, use the Select from Existing Files option.


Allow external access to SharePoint files

Depending on the access permissions you have set up, some users on your project may not be able to access linked SharePoint files.

To allow non-SharePoint users (or users not currently logged into their Office 365 account) to be able to access these files within Teamwork.com, you would need to enable external file sharing in SharePoint.

Alternatively, if you do not want to enable external links, you can select the I'll manage the access rights from within SharePoint option when linking in specific files to the project.

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1. Also available on legacy subscriptions: Premium, Enterprise.